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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,357,928 | $108,897+1147.0% | $100,378+1252.8% | $145,877+830.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.86% | 58.17%-35.3pp | 49.41%-26.6pp | 551.28%-528.4pp |
| Employer contribution / active EE | $7,695 | $4,420+74.1% | $3,942+95.2% | $4,663+65.0% |
| Participant deferral / active EE | $15,803 | $8,455+86.9% | $8,087+95.4% | $6,691+136.2% |
| Admin fee / account holder | $32 | $9,690-99.7% | $7,899-99.6% | $13,402-99.8% |